• About Us

Our Vision & Mission

Our Mission is to understand the needs of our clients and respond with products and services that best suit their needs and improve their quality of life and business, and to provide employees and owners with meaningful careers that include flexibility and opportunities for success – all while being a good corporate citizen.

People, not just numbers

Focus on the people and their needs, what’s best for the client.

 Lean Processes

Efficient and lean processes, helped by best IT tools.
Leverage Technology

Invest in the best tools technology has to offer.

 Global Offices

Multiple Offices with different expertise collaborate to bring the best service.

Timeline.

1

A Brief Timeline

It all started with our first practice in Miami

2

2006 Anees Ahmed Tanoli, CPA

The first CPA practice started by Mr. Anees.

Our Office in Miami
PTH first office in Miami was opened in 2007

2011    PTH Financial & Insurance

Services are brought under the umbrella of PTH Financial & Insurance.

2014     S & M Insurance

S & M Insurance is launched in 2014.

Short Story of our Firm

Starting as a CPA practice firm by Founder Anees A Tanoli, the business was rebranded as PTH Financial and Insurance in 2011. Insurance & PEO was included in the portfolio later to offer a one stop solution to clients.

50+
Employees		 5+
Offices		 10+
States
3

Our Office in Orlando

PTH first office in Orlando was opened in 2018

2020    Involve PEO

Involve PEO is launched offering payroll leasing

2021    Global Insurance Agency

With expanding business, GIA was acquired to offer more competitive products.

Short Story of our Firm

“Mr. Muhammad Imran Nawaz, joined PTH as partner in 2020 bringing with him more experience to the firm. PEO services were launched to offer better HR management services, while the firm continued to offer, quality services without disruptions to its clients, during the Covid-19 pandemic.”

6,000+
Tax clients		 550+
Bookkepping Clients		 25+
PEO Clients

4

Road Ahead

The Firm has his eyes, set on the future by focusing on its people, streamlining its processes and automation. In development is a state of the art Customer Relationship Management software (CRM) that will provide end to end workflow management for all the stake holders involved.

“Today the business is growing rapidly, we have the momentum and with new opportunities offered by the Post Pandemic market, we believe acquisitions to be an effective growth strategy.”

  Muhammad Imran Nawaz, VP

The future is bright.

The Firm aggressively seeks to expand, look for growth organically and via acquisitions. The Ethos behind is a three-legged approach to focus on;

  • People (hiring best available resources)
  • Processes (streamline internal workflows so that efficient, quality services are offered to clients)
  • Automation (automate workflows, get latest in accounting software & IT Support)

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